This chapter covers the following topics:
As a Sales Manager you can view the dashboards – Snapshot, Performance Metrics, and Earnings dashboard to get an insight into the selling performance of a team. You can view the effectiveness of plan metrics of the sales team rolling up. The transparency of the dashboards empowers sales managers to help their teams optimize sales performance and align selling behaviors to maximize incentives as well as alignment with corporate objectives.
The Snapshot provides an overview of how the team is performing its sales in a given period. The critical metrics are Sales PTD, YTD, and if annual quota left or remaining. Sales managers also have the ability to investigate team member contributions by period or by metric.
The Snapshot uses the following dimensions:
Time
The Performance Metrics dashboard provides the team metrics PTD and YTD including trending. You can view the Trellis chart for Sales Past 12 months. You can also view the pivot analysis with the axis of time, product, and metrics. The pivot detail shows quantity and sales.
The Performance Metrics uses following dimensions:
Time
The Earnings dashboard allows sales managers to view their sales representative's earning statements and the transactions that contribute to those earnings.
The Earnings Dashboard uses the following dimensions:
Time